Customer Insights for Dynamics 365 BC Create rebate programs, calculate rebates, and view detailed rebate history

Struggling to get a clear picture of how well your customers are meeting expectations? The Customer Insights app takes the guesswork out of evaluating customer performance.

The app simplifies customer performance analysis, letting you measure everything from payment punctuality to sales targets. With this easy-to-use app, you can monitor and evaluate customer behavior, compare actual figures against targets, and gain valuable insights that support strategic decisions. Whether you need to track on-time payments, profits, or total sales performance, the Customer Insights app provides the data you need to rate and understand your customers better.

This app is ideal for sales managers, financial analysts, and customer relationship teams looking to improve their understanding of customer behavior and drive strategic improvements.

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Key Features*

• Payment Insights: Gain a clear understanding of payment behaviors, including whether payments were late, on-time, or early.
• Performance Metrics: Evaluate if customers are achieving targets for metrics such as profits, refunds, rebates, and total sales.
• Shipment Tracking: Monitor delayed shipments and track whether shipments exceeded or fell short of order quantities.
• Customizable Ratings: Set default or customer-specific targets and define percentage ranges to rate performance as good, average, or poor.
• Target Comparisons: Compare actual customer data to your defined targets to calculate performance ratings.
• Detailed Insights: Drill down into the results to see which sales documents were involved in the analysis.

* The Backorder Management app is required to measure short shipments, the Over Shipping app is required to measure over shipments, and the Sales Rebates app is required to measure rebates.

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